Western Your Guide to Business Online Banking

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Table of Contents Getting Started

New User Enrollment ...................................................................................................7 First Time Log In............................................................................................................8 Logging In.......................................................................................................................9 Logging Off ............................................................................................................................. 9 Resetting a Forgotten Password ...............................................................................10 Retrieving a Forgotten Login ID.................................................................................12 Accounts Home Page Overview .................................................................................................13 Account Details Overview ..........................................................................................14 Quick Transfer.............................................................................................................16 Account Nickname......................................................................................................17 Details & Settings........................................................................................................18 Manage Accounts Overview ......................................................................................................................19 Tagging an Account ....................................................................................................20 Editing an Account Tag........................................................................................................ 21 Deleting an Account Tag ..................................................................................................... 22 Security Protecting Your Information......................................................................................23 General Guidelines .............................................................................................................. 23 Login ID and Password........................................................................................................ 23 Fraud Prevention ................................................................................................................. 23 Change Password .......................................................................................................24 Mobile Security Preferences......................................................................................25 Enabling Biometrics............................................................................................................. 25 Enabling Passcode Authentication .................................................................................... 27 Enabling Face ID................................................................................................................... 28 Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login.............. 29 Alerts Overview ...........................................................................................................30 Online Transaction Alerts ................................................................................................... 31 Security Alerts Overview ............................................................................................32 Editing Delivery Preferences............................................................................................... 32 Real-Time Alerts ..........................................................................................................33 Setting Up Real-Time Alerts ................................................................................................ 33 Enable/Disable Real-Time Alerts ........................................................................................ 34 Edit Real-Time Alerts............................................................................................................ 35 Real-Time Alerts Notification Settings............................................................................... 36